Recipients, CRM audiences and mailing lists
Build recipient sets from staff, contacts, groups, consent, leads and imported lists.
Guides in this workflow
Follow the guide that matches the exact action, filter, menu change or issue.
Understand all supported recipient sources
Use staff, contacts, customer groups, contact consent, leads, lead statuses, lead consent or custom lists.
Send to active staff
Select the active staff source.
Send to active customer contacts
Select all active contacts with valid email addresses.
Send to contacts in customer groups
Select one or more customer groups; contacts are deduplicated within the group-list path.
Filter contacts by consent purpose
Select contact consent purposes when the source supports it.
Send to eligible leads
Select all non-lost eligible leads with valid email addresses.
Send to selected lead statuses
Choose one or more lead statuses.
Filter leads by consent purpose
Apply supported lead consent criteria.
Understand recipient email validation
Lead emails are checked with FILTER_VALIDATE_EMAIL; invalid addresses are excluded.
Understand recipient deduplication limits
Customer-group selection deduplicates contacts; combining different source types can still create duplicate queue rows.
Use the custom mailing-list register
Create, open or delete imported/manual email lists.
Create a custom mailing list
Enter a list name and save it.
Open a mailing list
Review email rows and custom fields.
Add one email to a mailing list
Enter the email and custom values shown by the list.
Remove an email from a mailing list
Delete a selected list row.
Use mailing-list custom fields
Create or import fields whose slugs can become invitation merge values.
Remove a mailing-list custom field
Delete the field and understand that associated list values are no longer available.
Import a mailing list from XLS or XLSX
Upload a spreadsheet with email in the first column and custom values in later columns.
Prepare a mailing-list spreadsheet
Use email as column one and valid custom-field columns after it.
Read mailing-list import counts
Review added, duplicate, failed and invalid totals.
Delete a custom mailing list
Delete the list with the required permission.